QuickBooks modules

after connecting to the quickbooks app, you can use the following modules to build your {{scenario plural lowercase}} invoice create an invoice creates a new invoice for the customer field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online invoice api reference update an invoice updates an existing invoice field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice whose details you want to update for the field descriptions, see the quickbooks online invoice api reference fields that are left empty will be omitted (not updated) delete an invoice deletes an existing invoice field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice whose details you want to delete you must unlink any linked transactions associated with the invoice object before deleting it get an invoice retrieves invoice details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice you want to retrieve search for invoices performs a search for invoices based on the fitler settings or a specified search query diacritics are not supported please use the ascii() function to remove the diacritics, if needed field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to serach by field or user defined query filter select the invoice field, operator, and desired value you want to search invoices by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only download an invoice downloads an invoice in the pdf file field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice you want to download send an invoice sends an invoice to the specified email address field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice you want to send send to enter the email you want to send the invoice bill create a bill creates a new bill field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online bill api reference update a bill updates an existing invoice field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e bill id enter (map) the id of the bill you want to update for the field descriptions, see the quickbooks online bill api reference delete a bill deletes an existing bill you must unlink any linked transactions associated with the bill object before deleting it field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e bill id enter (map) the id of the bill you want to delete get a bill retrieves bill details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e bill id enter (map) the id of the bill you want to retrieve search for bills performs a search for a bill based on the filter settings or a specified search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the bills field, operator, and desired value you want to search bills by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only sales receipt create a sales receipt creates a sales receipt field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online sales receipt api reference update a sales receipt updates an existing sales receipt field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e sales receipt id enter (map) the id of the sales receipt you want to update for the field descriptions, see the quickbooks online sales receipt api reference get a sales receipt retrieves sales receipt details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e sales receipt id enter (map) the id of the sales receipt you want to update search for sales receipts performs a search for sales receipts based on the filter settings or a specified search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the sales receipt field, operator, and desired value you want to search sales receipts by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only download a sales receipt downloads a sales receipt in the pdf file field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e sales receipt id enter (map) the id of the sales receipt you want to update send a sales receipt sends a sales receipt to the specified email address field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e sales receipt id enter (map) the id of the sales receipt you want to send send to enter the email you want to send the sales receipt estimate create an estimate creates a new estimate field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online estimate api reference update an estimate updates an existing estimate field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate you want to update delete an estimate deletes an estimate field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate you want to delete download an estimate downloads an estimate in the pdf file field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate you want to download send and estimate sends an estimate to the specified email address field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate you want to send send to enter the email you want to send the estimate to get an estimate retrieves estimate details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate you want to download search for estimates performs a search for estimate based on the filter settings or a specified search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the estimate field, operator, and desired value you want to search estimates by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only journal entry create a journal entry creates a journal entry field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online journal entry api reference update a journal entry updates an existing journal entry field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e journal entry id enter (map) the id of the journal entry you want to update for the field descriptions, see the quickbooks online journal entry api reference delete a journal entry deletes a journal entry field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e journal entry id enter (map) the id of the journal entry you want to delete get a journal entry retrieves a journal entry field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e journal entry id enter (map) the id of the journal entry you want to retrieve search for journal entries performs a search for journal entries based on the filter settings or a specified search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the journal entry field, operator, and desired value you want to search journal entries by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only payment create a payment creates a payment field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update a payment creates a payment field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e payment id enter (map) the id of the payment you want to update for the field descriptions, see the quickbooks online payment api reference watch payments triggers when a new payment is created field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e watch payments select the option to watch the payments by created time or by updated time search by select the option to search the payments you want to watch by query or field query enter a word or phrase to watch the payments that match the specified query field select the fields to filter the payments limit set the maximum number of results {{product name}} will return during one execution cycle the default value is 2 download a payment downloads an payment in the pdf file field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e payment id enter (map) the id of the payment you want to download send a payment sends an payment to the specified email address field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e payment id enter (map) the id of the payment you want to send send to enter the email you want to send the payment to search for payments performs a search for payments based on the filter settings or a specified search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the payment field, operator, and desired value you want to search payments by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only deposit create a deposit creates a deposit field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online deposit api reference update a deposit updates an existing deposit field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e deposit id enter (map) the id of the deposit you want to update for the field descriptions, see the quickbooks online deposit api reference delete a deposit deletes a deposit field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e deposit id enter (map) the id of the deposit you want to delete get a deposit retrieves deposit details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e deposit id enter (map) the id of the deposit you want to retrieve search for deposits performs a search for deposits based on the filter settings or a defined search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the deposit field, operator, and desired value you want to search deposits by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only credit memo a credit memo is a financial transaction representing a refund or credit of payment or part of a payment for goods or services that have been sold create a credit memo creates a credit memo field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online credit memo api reference update a credit memo updates an existing credit memo field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e credit memo id enter (map) the id of the credit memo you want to update for the field descriptions, see the quickbooks online credit memo api reference delete a credit memo deletes a credit memo field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e credit memo id enter (map) the id of the credit memo you want to delete get a credit memo retrieves credit memo details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e credit memo id enter (map) the id of the credit memo you want to retrieve search for credit memos performs a search for credit memos based on the filter settings or a defined search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the credit memo field, operator, and desired value you want to search credit memos by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only customers create a customer creates a new customer field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update a customer updates a customer field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e customer id enter (map) the id of the customer you want to update for the field descriptions, see the quickbooks online customer api reference get a customer retrieves customer details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e customer id enter (map) the id of the customer you want to retrieve search for customers performs a search for customers based on the filter settings or a defined search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the customer field, operator, and desired value you want to search customers by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only purchase orders create a purchase order creates purchase orders, the non posting transaction representing a request to purchase goods or services from a third party enter the private note about the transaction this note will not appear on the transaction records by default field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online purchase order api reference when mapping, insert both the name and value for information on the expected format, see the intuit developer documentation update a purchase order updates an existing purchase order field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase order id enter (map) the id of the purchase order you want to update for the field descriptions, see the quickbooks online purchase order api reference get a purchase order retrieves purchase order details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase order id enter (map) the id of the purchase order you want to retrieve search for purchase orders performs a search for purchase orders based on the filter settings or a defined search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the purchase order field, operator, and desired value you want to search purchase orders by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only delete a purchase order deletes a purchase order field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase order id enter (map) the id of the purchase order you want to update item create an item creates a new item field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online item api reference update an item updates an item field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e item id enter (map) the id of the item you want to update get an item retrieves item details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e item id enter (map) the id of the item you want to retrieve search for items performs a search for items based on the filter settings or a defined search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the item field, operator, and desired value you want to search items by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only vendor create a vendor creates a new vendor field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see quickbooks online vendor api reference update a vendor updates a vendor field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e vendor id enter (map) the id of the vendor you want to update get a vendor retrieves vendor details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e vendor id enter (map) the id of the vendor you want to retrieve search for vendors performs a search for vendors based on the filter settings or a defined search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the vender field, operator, and desired value you want to search venders by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only file create a text attachment creates a note field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e objects add the transaction objects to which this attachable file is to be linked entity enter the name of the object for example, invoice, bill, item, etc entity id enter the id of the object note enter the note for the attachment or standalone note latitude enter the latitude from where the attachment was requested longtitude enter the longitude from where the attachment was requested place name enter the place name from where the attachment was requested tag enter the tag name for the requested attachment upload a file uploads a file field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e source file map the file you want to upload from the previous module (e g http > get a file or dropbox > get a file), or enter the file name and file data manually file name enter the file name data enter or map the file data entities add the transaction objects to which this attachable file is to be linked entity enter the name of the object for example, invoice, bill, item, etc entity id enter the id of the object include on send this field indicates whether or not the attachment is sent with the transaction when save and send button is clicked in the quickbooks ui or when the send endpoint (send email) is invoked for the object download a file downloads a file attachment field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e attachment id enter (map) the id of the attachment you want to download delete an attachment deletes a file attachment field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e attachment id enter (map) the id of the attachment you want to delete search for attachments performs a search for attachments based on the filter settings or a defined search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the attachment field, operator, and desired value you want to search attachments by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only account create an account creates an account field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update an account updates an account field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e account id enter (map) the id of the account you want to update please find the descriptions of the fields in the quickbooks online account api reference get an account retrieves account details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e account id enter (map) the id of the account you want to retrieve search for accounts performs a search for accounts based on the filter settings or a defined search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the account field, operator, and desired value you want to search account by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only purchase create a purchase creates a purchase field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online purchase api reference update a purchase updates an existing purchase field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase id enter (map) the id of the purchase you want to retrieve please find the descriptions of the fields in the quickbooks online purchase api reference fields that are left empty will be omitted (not updated) delete a purchase deletes an existing purchase field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase id enter (map) the id of the account you want to delete get a purchase retrieves purchase details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase id enter (map) the id of the account you want to retrieve search for purchases performs a search for purchase based on the filter settings or a specified search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the purchase field, operator, and desired value you want to search purchases by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only time activity create a time activity creates a time activity field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e time activity type select a time activity type vendor/employee specify the vendor or employee whose time is being recorded hours hours worked required if start time and end time not specified minutes minutes worked; valid values are 0 59 required if start time and end time not specified start time time that work starts required if hours and minutes not specified local timezone yyyy mm dd utc yyyy mm dd specific time zone yyyy mm dd+/ hh\ mm end time time that work ends required if hours and minutes not specified local timezone yyyy mm dd utc yyyy mm dd specific time zone yyyy mm dd+/ hh\ mm hourly rate enter the hourly bill rate of the employee or vendor for this time activity break hours enter hours of break taken between start time and end time break minutes enter minutes of break taken between start time and end time valid values are 0 59 customer select the customr or job update a time activity updates a time activity field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e time activity id enter (map) the id of the time activity you want to update get a time activity retrieves time activity details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e time activity id enter (map) the id of the account you want to retrieve search for a time activity retrieves time activity details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the time activity field, operator, and desired value you want to search time activities by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only refund receipt create a refund receipt creates a refund receipt field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update a refund receipt updates an existing refund receipt field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e refund receipt id enter (map) the id of the refund receipt you want to update get a refund receipt retrieves refund receipt details field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e refund receipt id enter (map) the id of the refund receipt you want to retrieve search for refund receipts performs a search for refund receipts based on the filter settings or a specified search query field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select whether to search by field or user defined query filter select the refund receipt field, operator, and desired value you want to search refund receipts by query specify your search query the syntax is similar to sql for example, select from customer where id = '123456' please see the data queries documentation for more details do not enter the maxresults directive {{product name}} will add it automatically for you limit set the maximum number of results {{product name}} will return during one execution cycle search by field option only events new event triggers when an event in your quickbooks account is performed received webhooks contain object id, object type, operation, and date for example, when a new invoice is created, you will receive a webhook notification showing invoice as the object type and create as operation kind if you wish to receive more information about a newly created invoice (or another object), you can use the search for invoices action and get information about the invoice (object) by its id make automatically creates a webhook in quickbooks once you add an instant trigger to your scenario field description webhook name enter the name for the webhook connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e quickbooks webhooks are usually a bit delayed the list of events that are supported by the new event module create update delete merge void account ✓ ✓ ✓ ✓ bill ✓ ✓ ✓ bill payment ✓ ✓ ✓ ✓ budget class creditmemo currency customer ✓ ✓ ✓ ✓ department deposit ✓ ✓ ✓ employee estimate ✓ ✓ ✓ invoice ✓ ✓ ✓ ✓ item ✓ ✓ ✓ ✓ journalcode journalentry ✓ ✓ ✓ payment ✓ ✓ ✓ ✓ paymentmethod preferences purchase ✓ ✓ ✓ ✓ purchaseorder ✓ ✓ ✓ refundreceipt salesreceipt ✓ ✓ ✓ ✓ taxagency term timeactivity transfer vendor ✓ ✓ ✓ ✓ vendorcredit other get my company retrieves details about your company field description connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e make an api call allows you to perform a custom api call for the list of available endpoints, refer to the quickbooks online api documentation connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e url enter a path relative to https //quickbooks api intuit com/version/company/your company/ for example, /preferences method select the http method you want to use get post put patch delete headers enter the desired request headers you don't have to add authorization headers; we already did that for you query string enter the request query string body enter the body content for your api call